Senior Financial Planner for HNW Clients | Strategic

Asset Management Group Inc.; Cartersville (GA); On-site; USD 80,000 - 100,000; Full time

Job summary

A financial advisory firm seeks an experienced Financial Planner to manage end-to-end financial planning for high-net-worth clients. Ideal candidates should have 8+ years of experience, strong analytical skills, and proficiency with eMoney. This mid-senior level role emphasizes strategic financial planning, risk management, and independent working. Candidates with a Series 65 or equivalent, as well as CFP or CPA designations, are preferred. Join a collaborative environment with pathways for growth.

Qualifications

• 8+ years of experience in comprehensive financial planning.
• Experience with high-net-worth or complex client situations.
• Strong analytical and problem-solving skills.

Responsibilities

• Manage financial planning for high-net-worth clients.
• Identify planning risks and deliver advanced strategies.
• Ensure accuracy in planning processes.

Skills

Financial planning

Analytical skills

Communication skills

Problem-solving

Education

Series 65 or equivalent

CFP",

CPA

Tools

eMoney

Redtail CRM

Orion

Teamwork

Job description

A financial advisory firm seeks an experienced Financial Planner to manage end-to-end financial planning for high-net-worth clients. Ideal candidates should have 8+ years of experience, strong analytical skills, and proficiency with eMoney. This mid-senior level role emphasizes strategic financial planning, risk management, and independent working. Candidates with a Series 65 or equivalent, as well as CFP or CPA designations, are preferred. Join a collaborative environment with pathways for growth.